American Assets Trust, Inc.
AAT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001500217
In the last 90 days, American Assets Trust, Inc. insiders filed 9 open-market purchases and 0 sales; 244 institutions reported holding it in 13F filings for Q2 2026, worth $1.41B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in American Assets Trust, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 229
- 0 vs. Q3 2025
- Shares held
- 57.6M
- +1.23M (+2.2%) vs. Q3 2025
- Total value
- $1.09B
- −$55.0M (−4.8%) vs. Q3 2025
- New holders
- 29
- 72 more added
- Sold out
- 29
- 102 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 244 | $1.41B |
| Q1 2026 | 235 | $1.07B |
| Q4 2025 | 229 | $1.09B |
| Q3 2025 | 233 | $1.15B |
| Q2 2025 | 226 | $1.12B |
| Q1 2025 | 219 | $1.13B |
| Q4 2024 | 218 | $1.46B |
| Q3 2024 | 214 | $1.47B |
| Q2 2024 | 197 | $1.23B |
| Q1 2024 | 196 | $1.20B |
| Q4 2023 | 194 | $1.24B |
| Q3 2023 | 183 | $1.07B |
| Q2 2023 | 175 | $1.06B |
| Q1 2023 | 194 | $1.05B |
| Q4 2022 | 192 | $1.50B |
| Q3 2022 | 186 | $1.45B |
| Q2 2022 | 201 | $1.72B |
| Q1 2022 | 206 | $2.18B |
| Q4 2021 | 200 | $2.15B |
| Q3 2021 | 187 | $2.16B |
| Q2 2021 | 179 | $2.15B |
| Q1 2021 | 171 | $1.86B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding American Assets Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $51 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 8 | $151 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 10 | $190 | 0.00% | −351−97.2% | Reduced |
| Global Retirement Partners, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11 | $208 | 0.00% | +11 | New |
| Assetmark, Inc | 11 | $208 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 26 | $492 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $492 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $512 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $531 | 0.00% | −2−6.7% | Reduced |
| Signature Equity Partners, LLC | 30 | $568 | 0.00% | +30 | New |
| Jones Financial Companies LLLP | 34 | $644 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $757 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 43 | $814 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 44 | $833 | 0.00% | −8−15.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 52 | $984 | 0.00% | +4+8.3% | Added |
| UMA Financial Services, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Ronald Blue Trust, Inc. | 62 | $1.17K | 0.00% | −26−29.5% | Reduced |
| MAI Capital Management | 62 | $1.17K | 0.00% | +62 | New |
| Rockefeller Capital Management L.P. | 63 | $1.19K | 0.00% | −411−86.7% | Reduced |
| Cornerstone Financial Management LLC | 86 | $1.63K | 0.00% | +86 | New |
| Parkside Financial Bank & Trust | 133 | $2.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 136 | $2.58K | 0.00% | −23−14.5% | Reduced |
| SRS Capital Advisors, Inc. | 139 | $2.63K | 0.00% | −13,261−99.0% | Reduced |
| Advisor Group Holdings, Inc. | 176 | $3.34K | 0.00% | −117−39.9% | Reduced |
| Massmutual Trust Co FSB | 199 | $3.77K | 0.00% | −154−43.6% | Reduced |
| Parallel Advisors, LLC | 203 | $3.84K | 0.00% | −84−29.3% | Reduced |
| Los Angeles Capital Management LLC | 228 | $4.36K | 0.00% | +228 | New |
| Sound Income Strategies, LLC | 262 | $4.70K | 0.00% | +262 | New |
| Quarry LP | 255 | $4.83K | 0.00% | −412−61.8% | Reduced |
| Rothschild Investment LLC | 256 | $4.85K | 0.00% | −133−34.2% | Reduced |
| SageView Advisory Group, LLC | 259 | $4.90K | 0.00% | +259 | New |
| Umb Bank N A | 302 | $5.72K | 0.00% | +99+48.8% | Added |
| IFP Advisors, Inc | 315 | $5.96K | 0.00% | −22−6.5% | Reduced |
| Salomon & Ludwin, LLC | 323 | $5.98K | 0.00% | −64−16.5% | Reduced |
| Huntington National Bank | 327 | $6.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 338 | $6.40K | 0.00% | −282−45.5% | Reduced |
| Farther Finance Advisors, LLC | 405 | $7.67K | 0.00% | +272+204.5% | Added |
| Harbor Capital Advisors, Inc. | 420 | $8.00K | 0.00% | −7−1.6% | Reduced |
| Fifth Third Bancorp | 453 | $8.57K | 0.00% | −213−32.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 498 | $9.43K | 0.00% | +387+348.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 658 | $12.5K | 0.00% | +658 | New |
| GAMMA Investing LLC | 692 | $13.1K | 0.00% | −269−28.0% | Reduced |
| GF Fund Management Co. Ltd. | 801 | $15.2K | 0.00% | −4−0.5% | Reduced |
| Signaturefd, LLC | 849 | $16.1K | 0.00% | −21−2.4% | Reduced |
| Brookfield Asset Management Inc. | 981 | $18.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,070 | $20.3K | 0.01% | −1,067−49.9% | Reduced |
| Hantz Financial Services, Inc. | 1,101 | $21.0K | 0.00% | −694−38.7% | Reduced |
| Versant Capital Management, Inc | 1,139 | $21.6K | 0.00% | +338+42.2% | Added |
| Smartleaf Asset Management LLC | 1,312 | $25.0K | 0.00% | −115−8.1% | Reduced |
| Covestor Ltd | 1,320 | $25.0K | 0.01% | −30−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,430 | $27.1K | 0.00% | +358+33.4% | Added |
| EverSource Wealth Advisors, LLC | 1,576 | $29.8K | 0.00% | −713−31.1% | Reduced |
| US Bancorp | 2,309 | $43.7K | 0.00% | −20−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,557 | $48.4K | 0.00% | −8,250−76.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,201 | $60.6K | 0.00% | −934−22.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,154 | $78.6K | 0.00% | +893+27.4% | Added |
| Ameritas Investment Partners, Inc. | 4,346 | $82.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,758 | $109.0K | 0.00% | +833+16.9% | Added |
| Chilton Capital Management LLC | 6,300 | $119.3K | 0.00% | +6,300 | New |
| EMC Capital Management | 7,421 | $140.0K | 0.06% | −1,310−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 8,362 | $158.3K | 0.00% | −2,839−25.3% | Reduced |
| Quadrant Capital Group LLC | 9,269 | $175.5K | 0.01% | −506−5.2% | Reduced |
| ProShare Advisors LLC | 10,058 | $190.4K | 0.00% | +10,058 | New |
| UniSuper Management Pty Ltd | 10,300 | $195.0K | 0.00% | −3,400−24.8% | Reduced |
| Evergreen Capital Management LLC | 10,369 | $196.3K | 0.00% | −538−4.9% | Reduced |
| Vident Advisory, LLC | 10,394 | $196.8K | 0.00% | −1,680−13.9% | Reduced |
| KLP Kapitalforvaltning AS | 10,400 | $196.9K | 0.00% | −1,300−11.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,429 | $197.4K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 10,451 | $197.8K | 0.08% | +10,451 | New |
| Metis Global Partners, LLC | 10,649 | $201.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,752 | $203.5K | 0.00% | −49,214−82.1% | Reduced |
| Oregon Public Employees Retirement Fund | 10,806 | $204.6K | 0.00% | +172+1.6% | Added |
| Coppell Advisory Solutions LLC | 8,309 | $206.2K | 0.02% | −5,002−37.6% | Reduced |
| LPL Financial LLC | 11,318 | $214.3K | 0.00% | +11,318 | New |
| Alps Advisors Inc | 11,419 | $216.2K | 0.00% | +11,419 | New |
| Teachers Retirement System of the State of Kentucky | 12,035 | $228.0K | 0.00% | −1,559−11.5% | Reduced |
| Yousif Capital Management, LLC | 12,831 | $231.7K | 0.00% | −1,864−12.7% | Reduced |
| Arizona State Retirement System | 13,639 | $258.2K | 0.00% | −833−5.8% | Reduced |
| Ritholtz Wealth Management | 13,694 | $259.2K | 0.00% | −6,950−33.7% | Reduced |
| Mystic Asset Management, Inc. | 13,760 | $260.5K | 0.06% | +1,200+9.6% | Added |
| Amalgamated Bank | 13,871 | $263.0K | 0.00% | −145−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,937 | $263.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,221 | $269.2K | 0.00% | −13,979−49.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,415 | $272.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,859 | $276.1K | 0.00% | −3,742−20.1% | Reduced |
| Diversified Trust Co | 14,988 | $283.7K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,147 | $286.7K | 0.00% | −483−3.1% | Reduced |
| Canada Pension Plan Investment Board | 15,200 | $287.7K | 0.00% | +15,200 | New |
| Brevan Howard Capital Management LP | 15,371 | $291.0K | 0.01% | +15,371 | New |
| Van Eck Associates Corp | 16,472 | $311.0K | 0.00% | +1,641+11.1% | Added |
| One Wealth Advisors, LLC | 16,612 | $314.5K | 0.04% | +148+0.9% | Added |
| Cerity Partners LLC | 16,693 | $316.0K | 0.00% | −1,904−10.2% | Reduced |
| Daiwa Securities Group Inc. | 17,959 | $340.0K | 0.00% | +1,016+6.0% | Added |
| Handelsbanken Fonder AB | 18,102 | $343.0K | 0.00% | +3,300+22.3% | Added |
| Standard Life Aberdeen plc | 18,421 | $348.7K | 0.00% | +853+4.9% | Added |
| Creative Planning | 18,739 | $354.7K | 0.00% | −928−4.7% | Reduced |
| State of Tennessee, Treasury Department | 20,172 | $364.3K | 0.00% | −2,004−9.0% | Reduced |
| Mariner, LLC | 19,986 | $378.7K | 0.00% | −4,302−17.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 20,190 | $385.0K | 0.00% | −954−4.5% | Reduced |